Creative Planning
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Creative Planning’s Tootsie Roll Industries TR Stock Holding History

Creative Planning’s Portfolio TR Stock Details TR Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$535K Buy
2017
Q3 		– Sell
2017
Q2 		$2K Buy
2017
Q1 		$2K Sell
2016
Q4 		$2K Buy
2015
Q2 		– Sell
2015
Q1 		$27K Buy
2013
Q4 		– Sell
2013
Q3 		$12K Buy